Linking a Model Portfolio

A Model Portfolio can be linked to a Product, Brokerage, Advisor and Investor Account.

• The model will not be available to link to an Investor account if it is not already linked (available) on the investor account’s Product, Brokerage and Advisor.
• The model will not be available to link to an Advisor if it is not already linked (available) on the Brokerage of the Advisor.

1.Linking to a Product

2.Linking to a Brokerage

3. Linking to an Advisor

4.Linking to an Investor Account

Last Updated on 4 years ago by Antoinette Van Meyeren